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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,282 | $117,535-66.6% | $108,235-63.7% | $222,458-82.3% |
| Participation rate | 100.0% | 42.4%+57.6pp | 32.2%+67.8pp | 48.7%+51.3pp |
| Annual return | 0.59% | -1.67%+2.3pp | -1.08%+1.7pp | -2.16%+2.7pp |
| Employer contribution / active EE | $5,800 | $44,358-86.9% | $35,779-83.8% | $42,957-86.5% |
| Participant deferral / active EE | $0 | $230-100.0% | $238-100.0% | $153-100.0% |
| Admin fee / account holder | $894 | $17,025-94.7% | $13,449-93.4% | $12,572-92.9% |